Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Part II: The Mandatory Model Operator: the risk bearing episode company hospitals need before TEAM downside hits on Jan 1, 2027, sized for a $5M preseed & a $25M seed, w the contract by contract plan
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Part II: The Mandatory Model Operator: the risk bearing episode company hospitals need before TEAM downside hits on Jan 1, 2027, sized for a $5M preseed & a $25M seed, w the contract by contract plan

742 hospitals enter two-sided Medicare financial risk on Jan 1, 2027. The industry built to help them was acquired by UnitedHealth, CVS, and Aetna - and repurposed for Medicare Advantage. The vacancy is real and the deadline is fixed.

Optum projects a majority of mandatory TEAM participants will lose money averaging $1.2M per facility. The reconciliation…

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